Meet Our Team of Financial Experts & Certified Software Consultants

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Robert Scherer

President

Robert Scherer is the President and Founder of TAG, with more than 20 years of business and financial experience planning and managing complex programs for clients in a variety of different industries. He has worked with companies with annual revenues ranging from start-up to over $100 million.

Prior to founding TAG, Scherer was the CFO for one of the largest reinforcing steel contractors in California. He is also former President and board member of the Construction Financial Management Association (CFMA). His expertise in the building and development industry has resulting in over 75 national and local speaking engagements.

Scherer graduated from the University of Central Florida with a Bachelor of Science in Finance and a minor in International Business. He holds an MBA from San Diego State University. He resides with his wife and three children in Mission Hills.

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Anneke Stender

Executive Vice President

Anneke Stender has over 15 years of experience in the financial and accounting industry. She oversees TAG's Corporate Accounting and Family CFO divisions, including managing a team of client relationship managers, new business development and implementing a strategic plan for the division's growth into new industries and geographic areas.

Stender joined TAG in 2003 as the company's corporate Controller and was quickly promoted to become a key member of the executive management team. She oversaw the operations and the internal accounting department and directed all financial activities for the corporation.

Stender graduated Summa Cum Laude from San Diego State University with a Bachelor of Science Degree in Finance. She is actively involved in networking organizations such as Estate Planning Council of San Diego, ProVisors, La Jolla Probate, North County Estate Planning Council and STEP. She is a board member for the Scripps Health Foundation Gift Planning Advisory Board. She resides in San Diego with her husband and three children.

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Olivia Roemer

Construction Software Division Manager

Olivia Roemer oversees TAG's Sage Construction Software division, including managing a team of Sage Certified Consultants, new business development and implementing a strategic plan for the divisions growth into new geographic areas. In addition, she educates and provides consulting services for users of Sage 300 CRE and creates custom reports and formulas to be used in unique business operations.

Roemer joined TAG in 2009 as an Accounting Consultant to provide controller-level accounting services for the construction industry. She has over 15 years of accounting and construction software experience. Roemer is passionate about helping businesses learn and effectively use their construction accounting software to assist with making critical business decisions.

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Margo Whitchurch

Client Relationship Manager

Margo Whitchurch is a Client Relationship Manager for TAG's Family CFO division. She oversees a team of Accounting Managers and Client Associates with a complex portfolio ranging from high-net-worth families, their businesses, trusts, foundations and not-for-profit organizations. With expert knowledge of QuickBooks, and highly organized in the creation of streamlined accounting systems, Whitchurch produces timely and accurate monthly financial statements and supporting schedules to help her clients make better business decisions.

She earned a Bachelor of Science Degree in Psychology and Social Behavior, Cum Laude, from the University of California, Irvine. She also completed Accounting Certificate Program with a 4.0 GPA at Mira Costa College.

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Lydia Chen

Client Relationship Manager

Lydia Chen is a Client Relationship Manager for TAG Family CFO. She oversees a team of Accounting Managers and Client Associates with a complex portfolio of high-net-worth families, their companies, trusts and foundations. Chen produces timely and accurate financial statements to help her clients make better decisions about their wealth.

Prior to becoming Client Relationship Manager, Chen was the Controller for TAG. With over ten years of accounting experience, she managed AP, AR, billing, payroll, employee benefits, and produced financial statements. She always exemplifies professionalism, enthusiasm and positivity.

Chen earned Bachelor of Arts Degree in Economics from the University of California, San Diego. She participates in the Alumni Board for alpha Kappa Delta Phi.

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Justin Atneyel

Client Relationship Manager

As a Controller for TAG, Atneyel works directly with clients, providing Controller-level accounting services for corporations in various industries and high-net-worth families and individuals. He also manages a team of Staff Accountants and focuses on new business development in Orange County.

Atneyel graduated Cum Laude in the top 10% of his class at Pepperdine University with a Business Management degree in Accounting. He started his career as an Accounting Manager for a general contractor, helping lead the accounting team to a successful software implementation, resulting in effective financial reporting and proper job costing calculations.

Prior to joining TAG, Atneyel was the Corporate and Financial Controller for an engineering and manufacturing firm. He worked in conjunction with the CFO and oversaw operations of the accounting and human resources department, including managing and recruiting the finance staff and designing an organizational structure adequate for achieving the company’s goals. In addition, he analyzed financial data and presented financial reports to the Board of Directors, while overseeing all reporting systems to ensure compliance with GAAP requirements.

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Kate Harvey

Client Relationship Manager

Kate Harvey is a Client Relationship Manager for TAG Family CFO. She oversees a team of Accounting Managers and Client Associates with a complex portfolio of high-net-worth families, their companies, trusts, and foundations. She has extensive experience managing and maintaining accounting operations, transaction-processing operations, creating policies and procedures and producing timely and accurate financial statements with supporting schedules.

Prior to joining TAG, Kate held positions as Controller, Manager of Operations Reporting, and Senior Business Analyst for several industries, including real estate, construction, manufacturing, nonprofit organizations and publicly traded companies. Kate served as Senior Auditor at Grant Thornton (NY) and PriceWaterhouseCoopers (Pitt).

She earned a Bachelor of Science Degree in Accounting from Penn State University, where she was a member of the Accounting Society and Beta Alpha Psi. Kate currently serves on the Board of Directors as Treasurer for Tap Fever, a non-profit which provides accessible dance opportunities to people of all ages, with and without disabilities.

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Louay Karana

Accounting Manager

Louay Karana is an Accounting Manager for TAG’s Family CFO division. He provides full-cycle accounting services for corporations and high-net-worth families, specializing in analysis and preparation of financial statements, including accompanying schedules, annual and quarterly reports, budgeting and cash forecasting.

As an Accounting Manager, he oversees a team of Accountants to approve and review account reconciliations, bill payments and monitoring AP and AR. His strengths consists of initial client set-up and developing business processes and procedures to streamline the overall accounting system.

Karana has over six years of experience in the financial industry. He completed Dale Carnegie courses in Effective Communication and Human Relations/Skills for Success.

He earned a Business Administration Degree in Accounting from San Diego State University.

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Rikki McVay

Accounting Manager

Rikki McVay is an Accounting Manager for TAG’s Family CFO Division. She provides full-cycle accounting services for corporations and high-net-worth families, specializing in analysis and preparation of financial statements, including accompanying schedules, annual and quarterly reports, budgeting and cash forecasting.

As an Accounting Manager, she oversees a team of Accountants to approve and review financial statements, account reconciliations, bill payments and monitoring AP and AR. Her strengths consist of initial client set-up and developing business processes and procedures to streamline the overall accounting system.

McVay has over twelve years of experience in Accounting and Human Resources. She started her accounting career as a bookkeeper for a private investor family office in Los Angeles and has worked in Controller-level positions for various businesses throughout the years. Her industry experience includes private investment accounting, intellectual assets, and retail. She is also versed in HR Management with experience in recruiting, employee relations, benefits administration, employee handbooks, wage laws and terminations.

McVay earned an English degree from UCLA and went on to study Financial and Managerial Accounting through UCLA Extension. She has completed courses in Federal and CA State Income Tax, Economics, Statistics and Business Administration. She also regularly attends SDEA’s Annual Labor Law Update seminars. She has completed Dale Carnegie courses in Secrets of Motivation.

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Chantilly Rivera

Outsourced Controller

Chantilly Rivera is a Controller for the corporate outsourced accounting division of TAG. She manages a team of accounting consultants and provides Controller-level services, including financial reporting and analysis in a variety of industries. As a highly efficient and detail-oriented professional, Rivera has experience in all aspects of accounting with excellent time management skills to manage multiple projects and meet deadlines.

Rivera has over ten years of finance experience with an emphasis in the construction industry. She has developed budgets and financial forecasts for short and long term strategic planning to effectively manage cash and developed new standard accounting procedures for clients.

She earned a Bachelor of Art Degree in Business Administration and Finance from California State University, Fullerton.

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Christopher Daniels

Outsourced Controller

Christopher Daniels is a Controller for the corporate outsourced accounting division of TAG. He manages a team of accounting consultants and provides Controller-level services, including financial reporting and analysis for clients in a variety of industries. With expert knowledge of QuickBooks, and highly organized in the creation of streamlined accounting systems, Daniels produces timely and accurate monthly financial statements and supporting schedules to help his clients make better business decisions.

Daniels is an accomplished financial professional with 15 years of progressive experience in all facets of accounting and financial management. He has a comprehensive background with an emphasis in financial reporting, cash flow management, financial analysist and GAAP compliance.

Prior to joining TAG, Daniels was the Accounting Leader for the Mergers and Acquisitions department at Intuit, Inc.

He earned his Certificate of Accounting, Post Baccalaureate from San Diego State University and Bachelor of Science Degree in Political Science from Point Loma Nazarene University.

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Leilani Evans

Construction Software Sales Associate

Leilani Evans is responsible for generating new business and assisting with software demonstrations for clients in the construction and real estate development industries. With over five years of experience in sales and the software industry, she works to support the Certified Sage Consultants and drive the success of the business unit. Evans analyzes various market segments within the construction industry and helps to identify the right solution based on company size, industry and specific needs, including accounting, job costing, project management and estimating.

Prior to joining TAG, Evans was the Director of Business Development for CyberActive, Inc., an innovative software solution for the driver safety industry. She orchestrated partnerships with districts, courts, and organizations across the country in addition to establishing program requirements in accordance with regulatory agencies.

Evans earned a Bachelor of Science Degree in Business Administration from California Polytechnic State University – San Luis Obispo and is working on a Master of Arts Degree in Strategic Communications from National University.

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Seth Myers

Seth Myers is a Certified Sage 300 Construction and Real Estate (Timberline) Consultant for the construction software division at TAG. He has over 20 years of Sage software experience, including development, analyst, support, implementation and customization. In addition to consultative work, Myers has extensive experience training end-users, with varying levels of computer and accounting experience. He teaches software concepts from math to network, hardware configurations, installations to accounting workflows and best practices.

Prior to joining TAG, Myers worked in the construction and real estate software division at Sage. As a Senior Support Analyst, he earned multiple customer service awards. He wrote over 20 knowledgebase articles and training documents regarding Job Cost and Revenue training, supported Job Cost, Revenue applications, Payroll, Project Management and Systems applications for Sage 300 CRE (Timberline).

Myers earned Bachelor of Science Degrees in Horticulture, Landscape Construction and Accounting and Management Information Systems at Oregon State University.

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Sara Gilman

Marketing and Business Development Manager

Sara Gilman leads the marketing efforts at TAG and assists with new business development. With over 10 years of experience, she brings a unique combination of marketing and sales background with a focus in the financial and construction sector.

Gilman is responsible for a diverse array of marketing activities, including lead generation for the sales team, creating marketing collateral and content for print, web and email campaigns, while constantly optimizing them for performance. She also helps guide the initiative to develop new niches for TAG services.

In 2013, she established the Nonprofit Leadership Forum to enhance the success of nonprofit organizations by offering free quarterly educational presentations.

Gilman was awarded a full track and field scholarship from Northeastern University and earned a Bachelor of Arts Degree in Journalism with a concentration in Public Relations.

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Amy Laughner, PHR, SHRM-CP

Corporate Recruiter

Amy Laughner is the Corporate Recruiter for TAG and is responsible for recruiting and job placement. In addition to providing guidance to the management team, including screening applicants and reviewing performance evaluations, she handles all aspects of employee relations, and compliance.

Prior to joining TAG, Laughner held several different human resources roles, including Employment Supervisor at a local casino. She brings over 15 years of HR experience, including leadership, training and mentoring staff for high levels of performance.

Laughner earned a Bachelor of Science Degree for Psychology and Human Resources Management Certificate at San Diego State University. She has also earned HR Certifications, P.H.R from HR Certification Institute and SHRM-CP from Society for Human Resource Management.

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James Server

Director of Information Technology

James Server works as TAG's internal Director of Information Technology as a Microsoft Certified Systems Engineer. He also provides outsourced IT services for a number of TAG clients, helping with the design and setup of computers and other related hardware, networks, Microsoft Exchange Servers, and SQL databases.

Server is a Sage Certified Consultant for MAS 90/200 and Application Consultant. He works with a variety of businesses providing implementation, troubleshooting and designing MAS software solutions.

He received his Bachelor of Science (BS) degree in Aerospace, Aeronautical and Astronautical Engineering from Embry-Riddle Aeronautical University.